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WealthPLAN Partners’s APA Corp APA Stock Holding History

WealthPLAN Partners’s Portfolio APA Stock Details APA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-425
Closed -$22K – 195
2017
Q1 		$22K Buy
+425
New +$23.9K 0.08% 177
2016
Q3 		$140K Sell
2,194
-2,192
-50% -$120K 0.05% 190
2016
Q2 		$122K Buy
+4,386
New +$238K 0.02% 544
2015
Q4 		$20.5K Buy
+936
New +$43.6K ﹤0.01% 906
2015
Q2 		$14K Sell
238
-19
-7% -$1.2K 0.01% 284
2015
Q1 		$15K Buy
+257
New +$16.2K 0.01% 342

Other funds holding APA

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WealthPLAN Partners's APA Position: Q2 2017 in Review

WealthPLAN Partners sold out of APA Corp (APA) in Q2 2017, closing a stake of 425 shares — an estimated $22K sold.

WealthPLAN Partners first reported a position in APA in Q1 2015 and held it in 6 quarters. The position peaked at $140K in Q3 2016. 708 funds tracked by Wall St. Rank hold APA as of Q2 2017.

  • WealthPLAN Partners reported no remaining APA Corp position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 425 APA Corp shares in Q2 2017, an estimated $22K.
  • WealthPLAN Partners first reported a position in APA Corp in Q1 2015 and held it in 6 quarters.
  • WealthPLAN Partners's APA Corp position peaked at $140K in Q3 2016.
  • 708 funds tracked by Wall St. Rank held APA Corp as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.